Corporate ExecutivesPlease take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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IUL Retirement Plan
There are three problems with the way we save for retirement in a 401k, 403b, IRA, or SEP: income taxes, investment losses, and management fees. Together they can reduce our retirement income by at least 30 or 40% but they are all avoidable. Watch this video to learn how you can earn Tax Free Retirement Income without those losses.
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Lifetime Tax Strategy
Most of us think that we're already doing all we can to minimize our taxes and ethically take advantage of the tax code to pay no more than we need to. But the US tax code is very complex and taking advantage of the long-term implications between deductions, deferrals, and exemptions is difficult. Failing to do so over 20 years can cost you hundreds of thousands of dollars. Watch this video to find out how to be sure you're taking maximum advantage of what the tax code allows.
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Withdrawal Guarantee
When we retire, we will need to convert our retirement savings into retirement income. But what if the market crashes during our retirement like it did in 2008 and 2009 and we lose 50% of our savings. Will we still have enough to continue our withdrawals? Watch this video to learn about how withdrawal guarantees can help you stay comfortable throughout your retirement.
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